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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,732 | $114,119+30.3% | $107,187+38.8% | $138,895+7.1% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 79.9%-19.9pp |
| Annual return | 13.64% | 273.21%-259.6pp | 204.55%-190.9pp | 145.39%-131.8pp |
| Employer contribution / active EE | $1,748 | $4,059-56.9% | $3,782-53.8% | $4,194-58.3% |
| Participant deferral / active EE | $2,889 | $5,538-47.8% | $5,096-43.3% | $6,396-54.8% |
| Admin fee / account holder | $1,326 | $10,024-86.8% | $9,162-85.5% | $12,562-89.4% |